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爱柯迪(600933) - 关于部分闲置募集资金现金管理到期赎回并继续进行现金管理的公告
2025-03-05 10:30
| 证券代码:600933 | 证券简称:爱柯迪 | 公告编号:临 | 2025-014 | | --- | --- | --- | --- | | 转债代码:110090 | 转债简称:爱迪转债 | | | 爱柯迪股份有限公司 关于部分闲置募集资金现金管理到期赎回 并继续进行现金管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 投资品种:结构性存款 投资金额:0.55 亿元 履行的审议程序:爱柯迪股份有限公司(以下简称"爱柯迪"或"本公 司"或"公司")于 2024 年 4 月 25 日召开第三届董事会第二十四次会议、第三 届监事会第二十一次会议,审议通过了《关于使用闲置募集资金进行现金管理的 议案》,本事项无需提交公司股东大会审议。 特别风险提示:公司本次购买的结构性存款产品属于安全性高、流动性 好的保本型理财产品,属于低风险投资产品,但金融市场受宏观经济影响较大, 不排除该项投资受到市场风险、政策风险、流动性风险、不可抗力风险等风险因 素从而影响预期收益。 一、前次使用部分闲置募集资金进行现金管 ...
爱柯迪(600933) - 关于发行股份及支付现金购买资产并募集配套资金事项的进展公告
2025-02-14 08:00
| 证券代码:600933 | 证券简称:爱柯迪 | 公告编号:临 | 2025-013 | | --- | --- | --- | --- | | 转债代码:110090 | 转债简称:爱迪转债 | | | 爱柯迪股份有限公司 关于发行股份及支付现金购买资产 并募集配套资金事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、本次交易的基本情况 爱柯迪股份有限公司(以下简称"公司")拟以发行股份及支付现金的方式 购买卓尔博(宁波)精密机电股份有限公司(以下简称"卓尔博")71%股权,同 时公司拟发行股份募集配套资金(以下简称"本次交易")。本次交易完成后, 卓尔博将成为公司的控股子公司。本次交易预计不构成《上市公司重大资产重组 管理办法》规定的重大资产重组;根据《上海证券交易所股票上市规则(2024 年 4 月修订)》,本次交易不构成关联交易;本次交易不会导致公司实际控制人发 生变更,不构成重组上市。 二、本次交易的进展情况 自本次交易预案披露以来,公司及有关各方正在积极推进本次交易的相关工 作。公司已协调本次 ...
爱柯迪(600933) - 持股5%以下股东减持股份计划公告
2025-02-10 12:31
| 证券代码:600933 | 证券简称:爱柯迪 | 公告编号:临 | 2025-012 | | --- | --- | --- | --- | | 转债代码:110090 | 转债简称:爱迪转债 | | | 爱柯迪股份有限公司 持股 5%以下股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: | XUDONG INTERNATIONAL LIMITED | 5%以下股东 | 28,313,434 | 2.87% | IPO 前取得:28,313,434 | | --- | --- | --- | --- | --- | | 股东名称 | 股东身份 | 持股数量(股) | 持股比例 | 当前持股股份来源 股 | 上述减持主体无一致行动人。 1 股东持股的基本情况:截至本公告披露之日,爱柯迪股份有限公司(以 下简称"公司")股东 XUDONG INTERNATIONAL LIMITED 持有公司股份 28,313,434 股,占公司总股本的 2.87%,股份来源为公司首次公开发 行取得 ...
爱柯迪系列2:三大积极变化,压铸旗舰再扩张
INDUSTRIAL SECURITIES· 2025-02-05 09:49
Investment Rating - The investment rating for the company is "Buy (Maintain)" [1] Core Views - The report highlights three major positive changes and the expansion of the die-casting flagship business [3] - The company is actively expanding its robotics-related business through mergers and acquisitions and subsidiaries [6] - Revenue performance is stable with significant growth in new energy and large components [13] - New products and factories are contributing to a continuous increase in profit margins [17] - The company is expected to achieve steady revenue growth, with potential catalysts for valuation [21] Financial Metrics Summary - Revenue projections for the company are as follows: - 2023A: 59.57 billion, 2024E: 70.31 billion, 2025E: 85.94 billion, 2026E: 102.62 billion [4] - The expected growth rates for revenue are 39.7% in 2023, 18.0% in 2024, 22.2% in 2025, and 19.4% in 2026 [4] - The company's return on equity (ROE) is projected to be 14.4% in 2023, decreasing to 12.3% in 2024, then increasing to 15.3% by 2026 [4] - Earnings per share (EPS) is expected to grow from 0.93 in 2023 to 1.56 in 2026 [4] Revenue and Profitability Insights - The company is focusing on stable small-item bases while seeing significant growth in new energy and large components [13] - The profit margin is expected to continue rising due to new products and factory efficiencies [17] - The company has outlined financing plans for various projects, including a total of 15.22 billion for an IPO in 2017 and 15.7 billion for convertible bonds in 2022 [17]
爱柯迪:收购微特电机精密零部件公司,协同开发机器人
Tianfeng Securities· 2025-01-17 06:36
Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [6]. Core Insights - The company is acquiring a 71% stake in Zhuoerbo, a precision component manufacturer for micro motors, which will enhance its product matrix in the automotive micro motor sector [2][4]. - The establishment of a wholly-owned subsidiary, Shundong Robot Technology, aims to develop and sell intelligent robots, leveraging Zhuoerbo's expertise in micro motor technology [3]. - The integration of resources between the company and Zhuoerbo is expected to improve market share, as both companies have established relationships with major automotive suppliers and manufacturers [4]. Financial Projections - The projected net profit for the company from 2024 to 2026 is estimated at 1.02 billion, 1.26 billion, and 1.40 billion yuan respectively, with corresponding P/E ratios of 16, 13, and 12 times [4]. - Revenue is expected to grow from 6.97 billion yuan in 2024 to 9.46 billion yuan in 2026, reflecting a growth rate of 17% in 2024 and 16% in 2026 [5][13]. - The company's EBITDA is projected to increase from 1.84 billion yuan in 2024 to 2.62 billion yuan in 2026 [5]. Market Position - The company has a balanced presence in key automotive markets across Asia, North America, and Europe, with major clients including Mitsubishi Electric, Valeo, and Bosch [4]. - The acquisition of Zhuoerbo is anticipated to diversify the company's client base and enhance its competitive position in the automotive components market [2][4].
爱柯迪:重组预案落地,前瞻布局新兴业务
GOLDEN SUN SECURITIES· 2025-01-16 11:23
Investment Rating - The report maintains a "Buy" rating for the company [4]. Core Views - The company has announced a plan to acquire 71% of Zhuoerbo (Ningbo) Precision Electromechanical Co., Ltd, along with a fundraising plan through issuing shares to specific investors [1]. - Zhuoerbo's revenue and net profit for 2023 are projected at 850 million and 150 million respectively, with a strong client base including major companies [1]. - The company is expanding its production capacity and is expected to exceed performance targets due to ongoing projects in Mexico and Malaysia [1]. - The company is also diversifying into emerging sectors such as robotics and industrial automation, leveraging its expertise in micro-special motors [1]. Financial Projections - Revenue is expected to grow from 5,957 million in 2023 to 10,697 million by 2026, reflecting a compound annual growth rate (CAGR) of approximately 22% [3]. - Net profit is projected to increase from 913 million in 2023 to 1,584 million by 2026, with a CAGR of around 24% [3]. - The earnings per share (EPS) is forecasted to rise from 0.93 in 2023 to 1.61 by 2026 [3]. - The price-to-earnings (P/E) ratio is expected to decrease from 16.3 in 2023 to 9.4 by 2026, indicating potential undervaluation [3]. Stock Information - The company operates in the automotive parts industry, with a total market capitalization of approximately 14,930.40 million [4]. - The stock closed at 15.16 on January 15, 2025, with a total share count of 984.86 million [4].
爱柯迪:拟收购微特电机标的公司,战略性布局新兴赛道
Xinda Securities· 2025-01-16 11:09
Investment Rating - The report maintains a positive investment rating for Aikedi (600933 SH) [1] Core Views - Aikedi plans to acquire 71% equity of Zhuoerbo (Ningbo) Precision Electromechanical Co Ltd through issuing shares and paying cash to strategically expand into the micro motor sector [2] - The acquisition will help Aikedi horizontally expand into the automotive micro motor precision parts field and assist the target company in forming production capabilities for new energy drive motor cores and other modular automotive motor parts [4] - Aikedi released its sixth equity incentive plan covering 850 people with revenue growth targets of +19 19% 25 9% for 2025 2026 respectively [4] - As a leading domestic automotive aluminum alloy precision die casting supplier Aikedi is gradually improving its product categories and advancing global layout with new energy vehicle product sales accounting for over 30% of total revenue in H1 2024 [4] - The company is expected to achieve net profits of 1 04 billion 1 31 billion and 1 6 billion yuan in 2024 2025 and 2026 respectively with corresponding EPS of 1 06 1 33 and 1 63 yuan [4] Financial Projections - Revenue is projected to grow from 4 265 billion yuan in 2022 to 10 64 billion yuan in 2026 with a CAGR of 22% [5] - Net profit attributable to parent company is expected to increase from 649 million yuan in 2022 to 1 601 billion yuan in 2026 [5] - Gross margin is forecasted to remain stable around 29% 30% from 2024 to 2026 [5] - ROE is projected to improve from 12% in 2022 to 16 1% in 2026 [5] - P E ratio is expected to decline from 23 02x in 2022 to 9 32x in 2026 [5] Business Operations - Aikedi is constructing its second phase factory in Mexico with planned production starting in Q2 2025 [4] - The company completed construction of its Malaysia production base in June 2024 with aluminum alloy material production line starting mass production in July 2024 [4] - Current production construction work is progressing steadily [4] Target Company Overview - Zhuoerbo specializes in R D production and sales of micro motor precision parts with products including motor stators rotors housings and molds [4] - Its products are widely used in window lift motors sunroof motors tailgate motors and have extended to emerging fields like drones robots and industrial automation [4] - Major customers include global motor manufacturers automotive parts suppliers and OEMs such as Lear Corporation Denso BYD etc [4] - Zhuoerbo achieved revenues of 739 million 854 million and 742 million yuan in 2022 2023 and the first three quarters of 2024 respectively [4] - Net profits were 117 million 146 million and 111 million yuan for the same periods [4]
受益并购协同效应,爱柯迪复牌涨停
Zheng Quan Shi Bao Wang· 2025-01-16 04:24
Core Viewpoint - Aikodi (600933.SH) announced a plan to acquire 71% of Zhuolibo (Ningbo) Precision Electromechanical Co., Ltd, aiming to enhance its product offerings in the automotive micro-motor precision components sector [1][2] Group 1: Acquisition Details - Aikodi plans to purchase Zhuolibo's shares through a combination of issuing shares and cash payments to three sellers [1] - The share issuance price is set at 14 CNY per share, representing a 17% discount compared to Aikodi's last trading price of 16.84 CNY [1] - The financial audit and asset valuation for the transaction are still pending, meaning the final transaction price is yet to be determined [1] Group 2: Financial Performance of Zhuolibo - Zhuolibo's projected revenues for 2022, 2023, and the first three quarters of 2024 are 738 million CNY, 854 million CNY, and 742 million CNY, respectively [1] - The net profits for the same periods are estimated at 117 million CNY, 146 million CNY, and 111 million CNY [1] Group 3: Strategic Rationale - Aikodi believes the acquisition will create significant synergies in product offerings, industry resources, global strategies, R&D, and operational management [2] - The transaction is expected to enhance Aikodi's asset scale, revenue levels, and overall profitability [2] Group 4: Company Background - Aikodi, established in December 2003 and headquartered in Ningbo, specializes in automotive aluminum alloy precision die-casting [2] - The company focuses on automotive lightweighting, energy conservation, new energy, electrification, and autonomous driving [2] - Aikodi reported a revenue of approximately 4.974 billion CNY for the first three quarters of 2024, reflecting a year-on-year growth of 17.46% [2] Group 5: Industry Outlook - Dongxing Securities expressed a positive outlook on Aikodi's future, noting its ability to increase market share in traditional aluminum die-casting while also expanding in the new energy sector [3] - Aikodi is recognized for its high operational efficiency and cost control capabilities [3]
爱柯迪拟购买卓尔博一字涨停 近3年2募资共27.7亿元
Zhong Guo Jing Ji Wang· 2025-01-16 02:50
本次发行股份及支付现金购买资产不以配套融资的成功实施为前提,最终配套融资成功与否不影响本次 发行股份及支付现金购买资产的实施。 截至预案签署日,本次交易相关的审计、评估工作尚未完成,本次交易标的资产的预估值及交易价格尚 未确定。 发行股份及支付现金购买资产方面,上市公司拟通过发行股份及支付现金的方式向王成勇、王卓星及周 益平等3名交易对方购买其合计持有的卓尔博71%股权。 中国经济网北京1月16日讯 爱柯迪(600933.SH)昨日晚间披露《发行股份及支付现金购买资产并募集配套 资金预案》。 同时,公司还公告称,公司股票、可转债债券以及可转债转股将于2025年1月16日(星期四)开市起复 牌。 今日开盘,爱柯迪一字涨停,截至发稿,报16.68元,涨幅10.03%,总市值164.27亿元。 根据预案,本次交易系上市公司拟通过发行股份及支付现金的方式购买卓尔博(宁波)精密机电股份有 限公司(以下简称:卓尔博)71%股权;同时上市公司拟向不超过35名特定投资者发行股份募集配套资 金。 截至本预案签署日,王成勇持有标的公司4,000万股股份,直接持股比例为47.8469%,并担任标的公司 董事长;王卓星持有标的公司3 ...
爱柯迪(600933) - 舆情管理制度
2025-01-15 16:00
二〇二五年一月 1 爱柯迪股份有限公司 舆情管理制度 爱柯迪股份有限公司 舆情管理制度 爱柯迪股份有限公司 爱柯迪股份有限公司 舆情管理制度 第一章 总则 第一条 为规范爱柯迪股份有限公司(以下简称"公司")应对各类舆情能力,建 立快速反应和应急处置机制,及时、妥善处理各类舆情对公司股价、商业信誉及正常生 产经营活动造成的影响,切实保护投资者合法权益,根据《上海证券交易所股票上市规 则》等法律、行政法规和规范性文件及《公司章程》的相关规定,结合公司实际情况, 制定本制度。 第二条 本制度所称舆情包括: (一)报刊、电视、网络等媒体对公司进行的负面报道; (二)社会上存在的已经或将给公司造成不良影响的传言或信息; (三)可能或者已经影响社会公众投资者投资取向,造成股价异常波动的信息; (四)其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较大影 响的事件信息。 第二章 舆情管理的组织体系及其工作职责 第三条 公司应对各类舆情实行统一领导、统一组织、快速反应、协同应对的工作 机制。 第六条 公司证券部负责采集舆情信息,对媒体信息进行管理,监控重要舆情动态, 2 爱柯迪股份有限公司 舆情管理制度 及时收集 ...